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日本央行鹰派持有：6-3分和通胀升级点将加息。正如普遍预期的那样，日本央行决定将短期政策利率维持在0.75%不变。虽然“搁置”是多数人的决定，但会议揭示了内部投票的重大鹰派转变，以及对该行经济预测的大幅修订。

BoJ Hawkish Hold: 6–3 Split and Inflation Upgrade Point to Rate Hike Ahead.The Bank of Japan decided, as widely expected, to keep its short-term policy rate unchanged at 0.75%. While the “hold” was the majority decision, the meeting revealed a significant hawkish shift in the internal vote and a sharp revision to the bank's economic projections.

霍尔木兹供应风险增加，原油反弹势头增强。由于霍尔木兹海峡流量受限、美伊谈判停滞以及油轮中断，原油价格仍受到支撑，供应风险居高不下，推动布伦特原油和WTI原油价格走高。

Crude Oil Rally Gains Momentum as Hormuz Supply Risk Grows.Crude oil prices remain supported as restricted Strait of Hormuz flows, stalled U.S.-Iran talks, and tanker disruptions keep supply risks high and push Brent and WTI toward higher levels.

早盘买入：日本央行的鹰派立场。Ankur Banerjee展望欧洲和全球市场的未来

Morning Bid: BOJ's hawkish hold.A look at the day ahead in European and global markets from Ankur Banerjee

日本央行鹰派持有压力日元空头。日本央行在4月份的会议上将政策利率维持在0.75%不变，与市场预期完全一致。但一旦你忽略了这一决定本身，基本细节无疑是鹰派的，指出央行正在为最早在6月加息的市场做准备。

BOJ Hawkish Hold Pressures Japanese Yen Bears.The Bank of Japan left policy rates unchanged at 0.75% at its April meeting, exactly as markets expected. But once you looked past the decision itself, the underlying detail was undeniably hawkish, pointing to a central bank preparing markets for a rate hike as soon as June.